Manager: Corporate Actions & Replications (Talent Pooling)

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Date: 16 Apr 2024

Location: GT, ZA

Company: Liberty Group Limited

Stanlib's success is driven by the success of its people.  We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.  

Purpose

Manage and review and interpret depository bulletins, company circulars/sens, or other documentation to ensure appropriate dates, rates, and details are included on the notice and to manage and review the daily transactions processed.

Minimum Experience

3 - 5 years experience in a similar environment, of which 1 - 2 years at junior management level

Minimum Qualifications

Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications

A proven track record as a Corporate Actions professional and be proficient in Microsoft Office. Solid knowledge of HiPort, CARD, and Bloomberg required.

Outputs

Process

  • Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
  • Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
  • Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
  • Manage and assist the team with on-the-job training and with assistance in dealing with internal and external queries as well as new project initiatives and system improvements.
  • Ensure that necessary checks that the following are processed accurately and completely incl Interest; maturities and rate resets, local and foreign dividends and events that have gone in the market.
  • Ensure that proxies have been loaded accurately and completely in the system for voting.
  • Ensurie that proxy and elective event automated swift messages or instructions are sent to custodians timeously.
  • Manage and ensure that all AMH swift exceptions have been cleared daily.
  • Ensuring that the Corporate Actions Automated system tool is running smoothly on a daily basis.
  • Check that the SARS withholding tax file has been submitted every month after the checks have been completed by the relevant teams.
  • Manage that any Corporate Action changes in legislation have been raised as a project and drive the testing and implementation thereof within set timeframes.
  • Ensure that the team’s work is completed within daily deadlines, and assist with ad-hoc projects.
  • Check the reconciliations on a daily basis, and ensure that the team investigates and process reconciliation breaks timeously
  • Monitor that all clients’ queries are attended to and that transparent communication is maintained by the team.
  • Completing the Corporate Actions Exco Report on a monthly basis and making sure that administration is kept up to date.
  • Represent STANLIB at ASISA and other industry forums

Customer

  • Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

Finance

  • Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

  • Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

  • Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Competencies

Liberty Values

    Technical Competencies

    • Financial Management (Intermediate)
    • Financial Administration (Intermediate)
    • Reconciling Financial Records (Intermediate)
    • Product and/or Service Knowledge (Intermediate)
    • Product Related System Application (Intermediate)
    • Operations Risk Management (Intermediate)
    • Operations Management (Intermediate)
    • Business Administration Skills (Intermediate)
    • Administration (Intermediate)

    Behavioural Competencies

    • People Management and Empowerment (Intermediate)
    • Relationship Management and Networking (Intermediate)
    • Judgment and decision making (Intermediate)

    Speak to your HR representative or visit our career site for opportunities within your area.


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